Import

Import transactions from various file formats.

CSV Auto-Detection

Maxwell's Wallet automatically detects your CSV format based on header signatures. Just upload your file and the system will:

1. Analyze the header row to identify the bank/source
2. Apply the correct parsing rules
3. Extract transactions with proper date and amount formatting

No manual format selection required for supported formats.

Supported Formats

CSV Formats

Source	Auto-detected By
Bank of America (Checking)	"Running Bal." column
Bank of America (Credit Card)	"Posted Date" + "Reference Number"
American Express	"Card Member" + "Account #"
Chase	Chase-specific headers
Venmo	Venmo-specific headers
Inspira HSA	Inspira-specific headers
Custom CSV	User-defined column mapping

Quicken Formats

• QIF - Quicken Interchange Format
• QFX - Quicken Financial Exchange (OFX-based)
• OFX - Open Financial Exchange

Import Workflow

1. Upload: Select file(s) to import
2. Preview: Review detected transactions and format
3. Confirm: Import transactions to database

Batch Import

Upload multiple files at once:

• Each file is parsed independently
• Cross-file duplicate detection
• Mixed formats supported (e.g., BofA + Amex)

Duplicate Detection

Duplicates are identified by content hash:

• Date
• Amount
• Description
• Account

Existing transactions with matching hashes are skipped.

Merchant Aliases

During import, merchant names are normalized using your configured aliases. This ensures "AMAZON.COM*123ABC" and "AMAZON MKTPLACE" both become "Amazon".